Comprehensive Financial Planning, Inc./PA
Filing Date
Global Rank
#6,453
/ 8,232
▲ 45
Top Industry
Semiconductors
23.0%
3Y Alpha vs SPY
-1.7%
Period ended 2 months ago
Filed Apr 7, 2026 · 2mo
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+21.0%
SPY
+23.4%
Annualised alpha
-1.7%
Max drawdown
−23.3%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
173 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
14.7%
+1.1 pts
Top 5
46.6%
−3.2 pts
Top 10
67.9%
−0.9 pts
HHI
660
Diversified+8
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 50.5% | $25,675,116 |
| Unclassified | 10.1% | $5,153,993 |
| Communication Services | 8.7% | $4,408,228 |
| Consumer Cyclical | 8.2% | $4,176,151 |
| Financial Services | 6.9% | $3,528,879 |
| Industrials | 5.6% | $2,870,285 |
| Consumer Defensive | 5.0% | $2,562,757 |
| Energy | 1.8% | $895,543 |
| Healthcare | 1.3% | $645,627 |
| Utilities | 1.3% | $641,624 |
| Basic Materials | 0.5% | $230,648 |
| Real Estate | 0.0% | $25,179 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVT | nVent Electric plc | +2,680 | 2,682 | $317,226 | |
| PLTR | Palantir Technologies Inc. | +1,799 | 15,339 | $2,243,788 | |
| NVDA | Nvidia Corp | +1,338 | 42,762 | $7,457,692 | |
| MU | Micron Technology Inc | +1,180 | 4,581 | $1,547,645 | |
| NRG | Nrg Energy, Inc. | +672 | 2,125 | $310,547 | |
| GOOGL | Alphabet Inc. | +502 | 3,076 | $884,534 | |
| CPNG | Coupang, Inc. | +350 | 390 | $7,363 | |
| WDC | Western Digital Corp | +300 | 1,101 | $297,809 | |
| AMD | Advanced Micro Devices Inc | +126 | 1,205 | $245,133 | |
| MO | Altria Group, Inc. | +87 | 354 | $23,360 | |
| TSM | Taiwan Semiconductor Manufacturing Co Ltd | +75 | 736 | $248,731 | |
| SNDK | Sandisk Corp | +62 | 228 | $144,857 | |
| SPY | Spdr S&P 500 ETF Trust | +37 | 3,906 | $2,540,228 | |
| CRWD | CrowdStrike Holdings, Inc. | +25 | 4,464 | $1,742,790 | |
| F | Ford Motor Co | +20 | 1,863 | $21,499 | |
| BRK-B | Berkshire Hathaway Inc | +20 | 4,199 | $2,012,160 | |
| XOM | Exxon Mobil Corp | +17 | 2,788 | $473,012 | |
| RTX | RTX Corp | +9 | 2,660 | $513,114 | |
| CVX | Chevron Corp | +8 | 1,271 | $262,969 | |
| JPM | Jpmorgan Chase & Co | +7 | 1,979 | $582,142 | |
| BMY | Bristol Myers Squibb Co | +6 | 640 | $38,816 | |
| AVGO | Broadcom Inc. | +4 | 2,128 | $658,637 | |
| PFE | Pfizer Inc | +4 | 519 | $14,573 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | +3 | 213 | $131,369 | |
| JNJ | Johnson & Johnson | +2 | 152 | $37,154 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SLV | iShares Silver Trust | −5,042 | 8,221 | $560,178 | |
| MSFT | Microsoft Corp | −3,970 | 7,707 | $2,852,900 | |
| HOOD | Robinhood Markets, Inc. | −2,698 | 185 | $12,820 | |
| SNAP | Snap Inc | −1,975 | 50 | $230 | |
| META | Meta Platforms, Inc. | −1,804 | 5,825 | $3,332,657 | |
| NOW | ServiceNow, Inc. | −1,761 | 1,424 | $148,879 | |
| SMCI | Super Micro Computer, Inc. | −1,572 | 1,472 | $33,517 | |
| AAPL | Apple Inc. | −1,281 | 28,602 | $7,258,901 | |
| VST | Vistra Corp. | −1,199 | 1,879 | $282,470 | |
| TSCO | Tractor Supply Co /De/ | −825 | 825 | $37,372 | |
| PANW | Palo Alto Networks Inc | −750 | 106 | $16,993 | |
| QQQ | Invesco Qqq Trust, Series 1 | −734 | 2,748 | $1,586,090 | |
| ALAB | Astera Labs, Inc. | −503 | 1,186 | $129,985 | |
| AMZN | Amazon Com Inc | −400 | 13,306 | $2,771,240 | |
| WCN | Waste Connections, Inc. | −200 | 600 | $97,464 | |
| ABBV | AbbVie Inc. | −200 | 346 | $75,251 | |
| HD | Home Depot, Inc. | −186 | 211 | $69,395 | |
| OKLO | Oklo Inc. | −150 | 665 | $32,977 | |
| NFLX | Netflix Inc | −120 | 240 | $23,076 | |
| LYV | Live Nation Entertainment, Inc. | −105 | 683 | $104,164 | |
| XYZ | Block, Inc. | −100 | 350 | $21,063 | |
| RSG | Republic Services, Inc. | −95 | 2,592 | $567,699 | |
| WM | Waste Management Inc | −50 | 4,867 | $1,118,387 | |
| BX | Blackstone Inc. | −32 | 200 | $22,998 | |
| COST | Costco Wholesale Corp /New | −32 | 2,302 | $2,293,781 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
15 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| PAHC | Phibro Animal Health Corp | 5,165 | $285,676 | |
| ESE | Esco Technologies Inc | 873 | $245,636 | |
| GLTR | abrdn Precious Metals Basket ETF Trust | 1,121 | $245,185 | |
| ARIS | Aris Mining Corp | 2,000 | $37,140 | |
| PFG | Principal Financial Group Inc | 381 | $34,331 | |
| ET | Energy Transfer LP | 1,250 | $24,125 | |
| CWST | Casella Waste Systems Inc | 200 | $15,868 | |
| SHW | Sherwin Williams Co | 44 | $14,104 | |
| SPOT | Spotify Technology S.A. | 25 | $12,122 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | 125 | $7,378 | |
| SBUX | Starbucks Corp | 50 | $4,479 | |
| COIN | Coinbase Global, Inc. | 25 | $4,365 | |
| LULU | lululemon athletica inc. | 25 | $3,827 | |
| OPEN | Opendoor Technologies Inc. | 120 | $561 | |
| BTOG | BIT ORIGIN Ltd | 8 | $17 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| CLS | Celestica Inc | 1,461 | $431,886 | |
| IESC | IES Holdings, Inc. | 929 | $361,399 | |
| AGX | Argan Inc | 1,153 | $361,257 | |
| APH | Amphenol Corp /De/ | 2,298 | $310,551 | |
| FIX | Comfort Systems USA Inc | 305 | $284,653 | |
| AMTM | Amentum Holdings, Inc. | 8,830 | $256,070 | |
| GLW | Corning Inc /Ny | 1,843 | $161,373 | |
| ORGN | Origin Materials, Inc. | 8,523 | $54,206 | |
| CZR | Caesars Entertainment, Inc. | 500 | $11,695 | |
| TER | Teradyne, Inc | 42 | $8,129 | |
| COF | Capital One Financial Corp | 29 | $7,028 | |
| SCHW | Schwab Charles Corp | 67 | $6,693 | |
| RJF | Raymond James Financial Inc | 36 | $5,781 | |
| ADI | Analog Devices Inc | 21 | $5,695 | |
| MS | Morgan Stanley | 31 | $5,503 | |
| ETN | Eaton Corp plc | 17 | $5,414 | |
| KKR | KKR & Co. Inc. | 42 | $5,354 | |
| DHI | Horton D R Inc /De/ | 37 | $5,329 | |
| CEG | Constellation Energy Corp | 15 | $5,299 | |
| ANET | Arista Networks, Inc. | 39 | $5,110 | |
| DELL | Dell Technologies Inc. | 38 | $4,783 | |
| AEP | American Electric Power Co Inc | 41 | $4,727 | |
| D | Dominion Energy, Inc | 80 | $4,687 | |
| PEG | Public Service Enterprise Group Inc | 53 | $4,255 | |
| HII | Huntington Ingalls Industries, Inc. | 11 | $3,740 | |
| No positions match the current search. | ||||
8 positions ·
$230,648 total
· Basic Materials only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AEM |
Agnico Eagle Mines Ltd
Basic Materials
|
Held | 19 | $3,856 | 1.67% | |
| MP |
MP Materials Corp. / DE
Basic Materials
|
Held | 150 | $7,239 | 3.14% | |
| HMY |
Harmony Gold Mining Co Ltd
Basic Materials
|
Held | 619 | $9,514 | 4.12% | |
| SHW |
Sherwin Williams Co
Basic Materials
|
NEW | 44 | $14,104 | 6.11% | |
| LIN |
Linde PLC
Basic Materials
|
Held | 34 | $16,855 | 7.31% | |
| ARIS |
Aris Mining Corp
Basic Materials
|
NEW | 2,000 | $37,140 | 16.10% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
Held | 637 | $68,955 | 29.90% | |
| PAAS |
Pan American Silver Corp
Basic Materials
|
Held | 1,336 | $72,985 | 31.64% |